Michael Rojas
Michael Rojas is a registered investment advisor at Reliant Investment Management, based in Phoenix, AZ, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.35% |
| $10.0M - $25.0M | 1.10% |
| $25M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Location
4745 N. 7th street #210, Phoenix, AZ, 85014
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a 25% owner of Reliant Estate and Insurance Services, which sells annuities and life insurance, taking about half of his time. He also owns 25% of a law firm, Reliant Law Group, and 25% of Reliant Group Holdings LLC.
Employment History
Current Registrations
Reliant Investment Management
Brookstone Wealth Advisors, LLC
Previous Registrations
Financial & Tax Architects, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.